I'm very new to SugarCRM. A couple of years ago, I was using Access for my client DB. After a database crash, I decided to drop that idea and people on forums were suggesting a PHP/MySQL combination as it is much more stable. So... I went ahead and coded a client database program which is fairly effective. Now, I'm trying to utilize it for marketing and realized that there are a lot of limitations with it and that I will have to code A LOT more to get the functionality I want.
After lots of research, I found SugarCRM and am VERY impressed with it. I'm now running the CE 5.0.0b version (but will update soon).
I'm in the process of setting up my DB and I would like to set it up that the Contacts Module can be broken up into sub-tabs. For example, I want to click on "Contacts" tab at the top and then the contacts module will open up. Then I would like sub tabs: Personal Info, Employment, Dependants, etc.
I would like it that when I click on Personal Info that only the appropriate fields show, and the same for employment and dependents.
I did a search, but I don't know what to search so I'm wondering if someone can please help me with this?
Jim
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Jozephina live


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